Shopify integration — Sanka back-office products
Connect Shopify orders, products, and inventory to Sanka and run fulfillment, billing, accounts receivable, and accounting. Browse every Sanka product module.
AI + Sales
11CPQ software for HubSpot teams that need more than quotes
Create governed quotes from HubSpot deal data, then carry the approved terms into orders, invoices, inventory, and accounting without spreadsheet handoffs.
Create governed quotes from deal context
Turn deal context, item data, pricing terms, and payment conditions into quote drafts that can become orders and invoices.
Create HubSpot quotes that stay connected after acceptance
Use HubSpot deal context to prepare governed quote drafts and convert accepted terms into orders, invoices, subscriptions, and accounting-ready records.
Create sales proposals from HubSpot deals with Claude or Codex
Pass HubSpot deal context to Claude or Codex and generate proposal drafts that connect to quoting, approvals, orders, and billing.
Customer and company management for accounts, contacts, relationships, and status
Manage company data, contacts, relationship roles, and customer status as structured records for sales, billing, support, and operations.
Customer service management for tickets, customer context, SLAs, and follow-ups
Manage tickets, customer context, handoffs, approvals, and follow-ups as structured records connected to sales, billing, and operations.
Deal management for amount, probability, pipeline, stage, and next actions
Track deal amount, probability, pipeline, stage, close date, owner, next action, competitors, and lost reason in one governed workflow.
Incentives that stay accurate from deal close to payout
Automate sales incentive calculation with approvals reversals and payout batches from governed CRM and billing events.
Route HubSpot deals to the right owner and next action automatically
Use HubSpot deal context to route proposal work, quote review, approvals, and post-close follow-up to the right owner.
Run CPQ pricing and approvals with AI agents
Run pricing checks, approval routing, and operational handoffs from Claude or Codex, then review the result in Sanka web UI.
Smart Routing assigns the right owner and SLA before handoffs slip
Rule-based, load-aware, SLA-driven routing across the full revenue lifecycle — on top of your CRM.
AI + Finance
16HubSpot accounting sync for QuickBooks, Xero, freee, and Money Forward
Turn HubSpot deals, invoices, payments, and reconciliation status into accounting-ready data for QuickBooks, Xero, freee, Money Forward, and other workflows.
HubSpot invoice generator limits for billing operations
Use HubSpot deal data to manage invoice readiness, subscriptions, payment reconciliation, deferred revenue, and accounting-ready billing workflows.
HubSpot payments, reconciliation, and accounts receivable
Start from HubSpot companies, deals, and invoice context, then manage payments, balances, aging, collection actions, and reconciliation in Sanka.
HubSpot project billing for milestones retainers and delivery work
Turn HubSpot project deal terms into milestone billing, acceptance-based invoices, payment status, and next action writeback.
HubSpot QuickBooks integration with finance review
Use Sanka to review HubSpot invoice and payment data before QuickBooks accounting workflows.
HubSpot Xero integration with finance review
Use Sanka to review HubSpot invoice and payment data before Xero accounting workflows.
Journal entries and accounting completed in Sanka
Use invoices, payments, expenses, purchase orders, bills, and inventory movements to complete journal entry and accounting review workflows in Sanka.
Manage bills, expenses, approvals, and payouts with AI agents
Let Claude or Codex turn bills and expenses into governed spend workflows with approvals, payouts, accounting prep, and audit logs.
Meter usage-based billing, automated and accurate
Turn CRM contract terms and actual usage into billable line items — with pre-invoice review and accounting sync.
Payment reconciliation software for invoice-to-cash teams
Match payments to invoices, review reconciliation exceptions, manage AR aging, and prepare accounting-ready invoice-to-cash data.
Project billing for milestones retainers and delivery work
Manage milestones, retainers, delivery acceptance, pass-through costs, and project invoice status from one workflow.
Run deferred revenue and RevRec with AI
Give Claude or Codex orders, billing terms, and service periods. Sanka creates deferred revenue, recognition schedules, and journal-ready records.
Run HubSpot revenue recognition and deferred revenue with AI
Give Claude or Codex HubSpot deal terms. Sanka prepares deferred revenue balances, recognition schedules, and accounting review.
Run HubSpot subscription billing from first invoice to renewal with AI
Give Claude or Codex HubSpot deal terms. Sanka prepares subscription setup, first invoices, proration, renewals, and payment status.
Run post-delivery billing and payment reconciliation with AI
Give Claude or Codex approved orders, deliveries, line items, and payment terms. Sanka drafts invoices, tracks payment status, and connects accounting prep.
Run subscription billing from first invoice to renewal with AI
Give Claude or Codex contract terms, start dates, billing cycles, quantities, and prepayment terms. Sanka prepares schedules, invoices, renewals, and payment status.
AI + HR
5Attendance management for time punches, overtime, breaks, shifts, and paid leave balances
Track attendance, working hours, overtime, breaks, shifts, exceptions, and paid leave balances by employee.
Employee management for profiles, employment terms, teams, and documents
Manage employee records, employment terms, teams, pay details, emergency contacts, and documents in one workspace.
Finish expense submission, approval, and reimbursement with AI agents
Let Claude or Codex turn receipts into expense requests with policy checks, approvals, reimbursement prep, and audit logs.
Leave and request management for HR approvals
Route leave, overtime, remote work, and employee profile-change requests with approvals and history.
Payroll calculation inputs for attendance, allowances, deductions, tax, and insurance
Organize payroll-ready inputs from employee records, attendance, requests, allowances, deductions, tax, and insurance data.
AI + Procurement
11AI contract management for drafting, review, approvals, and audit trail
Create and review contracts with Claude or Codex, route approvals, track contract status, and keep every version tied to the business record.
Allocate inventory automatically from HubSpot deals
Use HubSpot deals and line items to check stock, allocate inventory, review shortages, and trigger replenishment before fulfillment slips.
Approval workflows that keep revenue moving without losing control
Governed approval workflows across quotes, POs, bills, and expenses, with role-based routing and an immutable audit trail.
Automate B2B orders with a dedicated customer portal
Replace email, fax, and Excel orders with a CRM-native B2B ordering portal that handles per-account pricing end to end.
Cost & margin management — per-deal profitability, not just revenue
Run per-deal cost & margin management so sales see revenue and leadership sees profit on the same screen — without month-end reconciliation.
Governed documents proposals and booking pages from one layer
Unify proposals customer documents and scheduling with governed templates and traceable history.
Inventory that stays accurate across purchasing warehouses and billing
Inventory you can trust: transactions availability states and valuation traceability across teams.
Item master and BOM that keeps SKUs pricing and inventory consistent
A governed item master with BOM support to keep quoting purchasing and inventory consistent.
Project management with governed phases, ownership, and delivery milestones
Coordinate complex delivery with governed project records, ownership, and milestones aligned to operational data.
Purchase orders with approvals receiving alignment and 3-way match foundations
Standardize purchasing with approval rules receiving status and traceability from PO to bill.
Vendor registration and management for selection, onboarding, and risk review
Register and manage vendors with selection evidence, onboarding documents, payment terms, risk checks, contracts, and audit history.
AI + Data & Integrations
7CRM data cleansing across Salesforce HubSpot and your back office
Continuously cleanse companies contacts and associations across Salesforce HubSpot and the back office with rules and an audit trail.
HubSpot Breeze Integration for order, billing, and back-office data
Give HubSpot Breeze agents safe access to Sanka order, delivery, inventory, and billing data without copying back-office details into CRM.
HubSpot data cleansing — dedupe, normalize, and sync with AI
Continuously cleanse HubSpot companies, contacts, and associations with merge and normalization rules, then write clean records back with an audit trail.
Make your Salesforce → HubSpot migration easy — custom APIs and AI workflows
Custom APIs and AI workflows that automate the hard parts of Salesforce → HubSpot migration — data mapping, Apex porting, parallel-run diffing. Back-office completion as a bonus.
Pipeline forecasting that connects deals to revenue plans
Stress-test pipeline scenarios, coverage, and commits against finance targets with one governed revenue narrative.
Salesforce Agentforce Integration for order, billing, and back-office actions
Give Agentforce agents safe access to Sanka order, delivery, inventory, billing, and approval data without copying back-office details into Salesforce.
Salesforce data cleansing — dedupe, normalize, and sync with AI
Continuously cleanse Salesforce accounts, contacts, and relationships with merge and normalization rules, then write clean records back with an audit trail.